Painless tax returns with the Taxable Income Report
Today we have added the first of the report pages to Sharesight -- the Taxable Income Report. This report is designed to take the pain out of declaring dividends in your end of year tax return by producing all of the information you need at the click of a button. Gross dividend, imputation credits, and withholding tax information is collated and summarised in an easy to read format. Sharesight provides separate reports for NZ income and overseas income to match the format of your IR3 return.
Time-weighted vs. money-weighted rates of return
We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
Australian ETF distribution components now available for FY24/25
Sharesight now has updated ETF distribution component information for the FY24/25 Australian tax year for most Australian ETFs.
ASX murder club: Inside reporting season
Marcus Today covers an ASX reporting season where icons like CSL, Woolworths and Domino’s tumbled on missed forecasts and weak outlooks.